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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,881 | $72,177-72.5% | $115,038-82.7% | $59,633-66.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.50% | 12.02%-16.5pp | 26.14%-30.6pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $3,455 | $2,841+21.6% | $4,608-25.0% | $2,203+56.8% |
| Participant deferral / active EE | $2,210 | $4,783-53.8% | $6,026-63.3% | $3,192-30.7% |
| Admin fee / account holder | $10,315 | $4,927+109.4% | $8,175+26.2% | $4,297+140.1% |